VANGUARD INDEX FDS's ticker is VUG and the CUSIP is 922908736. A total of 1,771 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.33 and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,808,698 | +146102.9% | 27,082 | +14.4% | 3.13% | +46.8% |
| Q4 2022 | $5,341 | -99.9% | 23,667 | +0.2% | 2.13% | -0.2% |
| Q3 2022 | $5,038,000 | -40.5% | 23,620 | -27.3% | 2.13% | -38.3% |
| Q2 2022 | $8,474,000 | -8.9% | 32,472 | +0.4% | 3.46% | -5.6% |
| Q1 2022 | $9,299,000 | -12.9% | 32,334 | -2.9% | 3.66% | -7.1% |
| Q4 2021 | $10,681,000 | -4.6% | 33,284 | -13.7% | 3.94% | +2.1% |
| Q3 2021 | $11,191,000 | -6.8% | 38,568 | -7.9% | 3.86% | +0.7% |
| Q2 2021 | $12,013,000 | +11.0% | 41,885 | -0.5% | 3.84% | -0.4% |
| Q1 2021 | $10,823,000 | +9.1% | 42,107 | +7.5% | 3.85% | -6.0% |
| Q4 2020 | $9,920,000 | +5.3% | 39,158 | -5.4% | 4.10% | -8.5% |
| Q3 2020 | $9,417,000 | +14.1% | 41,375 | +1.3% | 4.48% | +3.6% |
| Q2 2020 | $8,254,000 | +21.4% | 40,843 | -5.9% | 4.33% | +0.3% |
| Q1 2020 | $6,801,000 | -14.4% | 43,405 | -0.5% | 4.31% | -1.5% |
| Q4 2019 | $7,949,000 | -0.2% | 43,637 | -8.9% | 4.38% | -8.2% |
| Q3 2019 | $7,965,000 | -5.9% | 47,902 | -7.6% | 4.77% | -12.6% |
| Q2 2019 | $8,466,000 | +10.8% | 51,817 | +6.0% | 5.46% | +3.3% |
| Q1 2019 | $7,644,000 | +16.5% | 48,866 | +0.0% | 5.28% | +3.1% |
| Q4 2018 | $6,562,000 | – | 48,850 | – | 5.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CBIZ Investment Advisory Services, LLC | 33,347 | $71,065,183 | 27.65% |
| Dougherty Wealth Advisers LLC | 77,298 | $16,472,977 | 27.06% |
| Jentner Corp | 166,041 | $35,385,009 | 26.16% |
| Fee-Only Financial Planning, L.C. | 126,443 | $26,946,161 | 22.58% |
| Mill Creek Capital Advisors, LLC | 2,544,179 | $542,190,154 | 22.52% |
| Axiom Advisory, LLC | 98,249 | $20,939,979 | 22.16% |
| Bromfield Sneider Wealth Advisors | 99,797 | $21,267,693 | 19.71% |
| Safeguard Financial, LLC | 116,113 | $24,745 | 17.72% |
| Retirement Investment Advisors, Inc. | 127,641 | $27,201,574 | 17.61% |
| TL Private Wealth | 138,969 | $30,019,995 | 17.50% |